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Affected by the epidemic, Apple’s latest 5G iPhone (AAPL-US) has repeatedly reported price delays. However, according to the Nikkei Asian Review, Apple intends to start production operations in mid-September, reducing the delay from several months to several weeks. And achieve gradual mass production from late September to early October at the earliest.
People familiar with the matter said that the production capacity of the iPhone 5G is limited. Apple is expected to start production in mid-September and achieve gradual mass production from late September to early October. The situation has improved a lot.
Previous reports noted that Apple will launch 4 5G iPhones this year, with screen sizes of 5.4 inches, 6.1 inches and 6.7 inches, all of which will use OLED displays. According to a Nikkei report, production begins with at least one model, of which the 6.1-inch iPhone has the largest share of production, accounting for about 40% of total orders.
Even though the production time of the 4 iPhone models is different, the previous report noted that Hon Hai (2317-TW), Pegatron (4938-TW) and Wistron (3231-TW) are included, the supply chain Apple has stepped up to stock up. The chain’s top executives said that after the production line is certified, it will enter mass production mode, which is expected to take place in early October.
According to people familiar with the matter, unlike the production model of gradually increasing production capacity every week in recent years, the weekly production of the latest 5G iPhone will be more consistent, which will help suppliers to stabilize the workforce. of the production line and avoid labor shortages and rising costs.
Even if mass production progress is expected to improve, people familiar with the matter believe that Apple is still difficult to achieve this year’s production targets.
Foreign media previously reported that Apple has ordered at least 80 million pieces of iPhone 5G from suppliers, but people familiar with the matter said that Apple’s actual production this year may fall between 73 million and 74 million, with the rest being postponed until early 2021.
Also, in response to external rumors that a new generation iPhone SE will be released next spring, people familiar with the matter said that Apple currently has no plans to release it.
GF Securities analyst Jeff Pu said Apple’s bet on the 5G iPhone will help drive sales growth. He believes that despite this year’s outbreak, Apple still holds steady orders from the supply chain. We believe that final production will not be severely disrupted. It seems that this delay is controllable. “
GF Securities believes that Apple’s iPhone sales will grow again, especially all iPhone 5G models released before the end of this year, helping Apple drive total sales, expected to reach 190 million units this year and 215 million units in 2021.
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